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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $9,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,135 | $46,325-82.4% | $143,788-94.3% | $64,814-87.4% |
| Participation rate | 58.4% | 64.2%-5.9pp | 80.3%-22.0pp | 71.5%-13.1pp |
| Annual return | -17.21% | -10.05%-7.2pp | -0.03%-17.2pp | 32.84%-50.0pp |
| Employer contribution / active EE | $269 | $1,911-85.9% | $4,952-94.6% | $2,507-89.3% |
| Participant deferral / active EE | $1,491 | $2,647-43.7% | $5,638-73.6% | $4,310-65.4% |
| Admin fee / account holder | $55 | $154-64.5% | $14,675-99.6% | $188-70.9% |